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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldstream Capital Management | Bellevue | WA | 04/2014 | 05/2023 |
| Bordeaux Wealth Advisors | Kirkland | WA | 05/2023 | 07/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
VANGUARD DEVELOPMENT LLC. 11600 BROADWAY EXTENSION SERVICE RD, SUITE #250, OKLAHOMA CITY, OK 73114. NON INVESTMENT-RELATED. VD IS A HOLDING COMPANY WITH SUBSIDIARIES IN REAL ESTATE DEVELOPMENT, REAL ESTATE MANAGEMENT, AND OIL FIELD SERVICES. I SERVE ON THE BOARD OF DIRECTORS SPEND APP. 1 HOUR/MONTH, AFTER MARKET HOURS AND ON WEEKENDS PERFORMING THESE DUTIES. AS A DIRECTOR, I CONSULT WITH COMPANY MANAGEMENT ON ASSET/BUSINESS ACQUISITIONS AND DISPOSITIONS, LONG-RANGE PLANNING, BUSINESS STRATEGY, CORPORATE DEVELOPMENT, COMPENSATION PLANS, ETC. I HAVE SERVED ON THE BOARD SINCE 1996.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-21 |
| S66 | Uniform Combined State Law Examination | 2004-08-24 |
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